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Suncorp Brighter Super TM Whole Balance Transfer to a Kiwi Saver Scheme Issued 30 May 2016 Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958, ADSL 237905, RSE L0002059 Use this form
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How to fill out suncorp brighter supertm

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How to fill out Suncorp Brighter SuperTM:

01
Start by gathering all the necessary information and documents such as your personal details, TFN (Tax File Number), current superannuation fund details, identification documents, and any beneficiary information.
02
Visit the Suncorp website and navigate to the Brighter SuperTM section where you will find the application form.
03
Begin filling out the form by providing your personal details including your full name, date of birth, address, and contact information.
04
Enter your TFN (Tax File Number) which is important for tax purposes and to ensure you receive all the benefits and entitlements associated with your superannuation.
05
If you have an existing superannuation fund, include the details of your current fund. This will assist Suncorp in transferring your superannuation balance to your new Brighter SuperTM account.
06
Indicate whether you have any other super accounts that you would like to consolidate into your Brighter SuperTM account. This can help simplify your superannuation by having all your funds in one place.
07
If you wish to nominate beneficiaries for your superannuation, provide their details in the appropriate section of the form. This can ensure that your superannuation benefits are distributed according to your wishes in the event of your passing.
08
Once you have completed all the necessary sections and double-checked all the information, sign and date the form.
09
Submit the completed form either online or by mail as indicated in the instructions provided.

Who needs Suncorp Brighter SuperTM?

01
Individuals who are looking to review or switch their superannuation funds for better returns, lower fees, and more benefits may consider Suncorp Brighter SuperTM.
02
People who have multiple super accounts and wish to consolidate them into one convenient fund may find Suncorp Brighter SuperTM useful.
03
Those who want to nominate beneficiaries for their superannuation to ensure that their benefits are distributed according to their wishes may find Suncorp Brighter SuperTM beneficial.
04
Individuals who value having a dedicated customer service team to assist with their superannuation needs may be interested in Suncorp Brighter SuperTM.
05
People who are seeking flexibility in their superannuation investment options and a range of features and benefits may find Suncorp Brighter SuperTM appealing.
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